ACM

Alta Capital Management Portfolio holdings

AUM $1.76B
1-Year Est. Return 18.4%
This Quarter Est. Return
1 Year Est. Return
+18.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.86B
AUM Growth
+$541M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$44.5M
2
+$28.4M
3
+$16.6M
4
CPRT icon
Copart
CPRT
+$14.3M
5
CTAS icon
Cintas
CTAS
+$14.1M

Top Sells

1
+$69.2M
2
+$43M
3
+$32.3M
4
AAPL icon
Apple
AAPL
+$10.9M
5
TJX icon
TJX Companies
TJX
+$8.97M

Sector Composition

1 Technology 26.24%
2 Communication Services 17.32%
3 Consumer Discretionary 15.92%
4 Healthcare 15.48%
5 Financials 13.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$540K 0.02%
11,240
77
$534K 0.02%
2
78
$527K 0.02%
29,200
79
$518K 0.02%
87,500
80
$484K 0.02%
1,570
-10,796
81
$465K 0.02%
+4,800
82
$454K 0.02%
+2,752
83
$422K 0.01%
+1,970
84
$291K 0.01%
+1,150
85
$122K ﹤0.01%
20,184
86
$114K ﹤0.01%
43,270
87
– –
-3,924
88
– –
-2,568
89
– –
-5,890
90
– –
-19,257
91
– –
-39,760
1 2 3
4